Contact Centre Representative - Part-Time - 6 Month Contract

Meridian Credit Union Ltd; Toronto; Hybrid; CAD 30,000 - 60,000; Part time

Job summary

Join a leading credit union as a Contact Centre Representative, where you will provide exceptional service and financial advice to our Members. In this part-time role, you'll engage with clients, identify their needs, and promote our services, all while working in a supportive hybrid environment. This position offers a chance to make a positive impact in our community, backed by a commitment to inclusivity and member satisfaction.

Benefits

Inclusive and collaborative work environment

Hybrid work arrangements

Tools and technology for success

Qualifications

• Strong commitment to service excellence and achieving results.
• Solid knowledge of financial products and services.
• Ability to prioritize and handle critical issues effectively.

Responsibilities

• Understand and address Member needs while providing appropriate financial advice.
• Proactively identify and promote opportunities for products and services.
• Resolve issues at the first point of contact.

Skills

Customer Service

Problem Solving

Communication

Sales

Job description

Job Category: Contact Centre

Requisition Number: CONTA006312

Apply now

• Posted : May 20, 2025
• Part-Time

Locations

Showing 1 location

Remote Home Office
Toronto, ON, CAN

Remote Home Office
Toronto, ON, CAN

St Catharines Corporate Office
75 Corporate Park Dr
St Catharines, ON L2S 3W3, CAN

St Catharines Corporate Office
75 Corporate Park Dr
St Catharines, ON L2S 3W3, CAN

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are .

Our Retail Banking Practice:

Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.

We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives. We deliver advice-based banking while providing tools that reduce complexity, offering the right information, and motivating our Members to reach their overall financial goals.

Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth.

Is this role right for you? In this role, you will:

As a member of the Contact Centre, the primary responsibilities for this position will be to understand services, financial and product needs of our Members while providing the appropriate advice and recommendations to fit these needs. This will include proactively identifying and promoting opportunities for Meridian and our Digital Bank's products and services including the support of our digital and self-serve products. In this role the Contact Centre Representative will be responsible for meeting and exceeding specific individual and team based business goals. While providing the right financial solutions the incumbent will genuinely build and develop relationships with Members which will deepen their overall relationship with Meridian Credit Union and our digital bank. Individuals in this role will be expected to proactively engage in activities such as revenue generating and sales based activities, foster relationships and leverage referrals.

• Proactively identify and promote opportunities with all Members, identifying Member needs and expectations and align products and services based on the identification of those needs driving referrals and provide seamless service experiences
• Provide support to the Contact Centre by proactively responding to Member-initiated contacts, delivering fast, friendly efficient service, assisting with financial transactions such as but not limited to transfers, Cheque ordering, bill payments, DEFTs, ABM limit increase
• Resolve problems at first point of contact where possible and refer more complex Member concerns to appropriate staff
• Provide first point of support and resolve issues relating to technical issues; issues with OLB, etransfers, ABM/POS and within prescribed timelines

How you will succeed:

• Strong commitment to service excellence and achievement of results
• Solid knowledge of Meridian & our Digital Banks products, services and procedures or work experience in the Financial Services Industry
• Organized with ability to quickly prioritize and effectively handle critical issues as they occur
• Ability to exercise sound judgement
• Works well independently or in a team environment
• Possesses an understanding of all digital and self-serve initiatives
• Flexible to work all scheduled hours which may include evenings and weekends
• Member Focus - Personally demonstrating that our Members are our highest priority.
• Proactive - Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service.
• Open Communication - Engaging in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships.
• Business Savvy - Continuously acquiring the knowledge needed to do one’s job to the fullest, using internal or external resources and applying the knowledge productively.
• Partner Orientation - Initiates opportunities for collaboration and maintains productive relationships to achieve shared goals.
• Integrity - Doing the right thing by always acting with openness, honesty and respect.

Office Location: Our team works in a hybrid environment at our St. Catharines office located at 531 Lake St, St Catharines, ON L2N 4H6, CAN.

Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of semi-monthly regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is important to us.

What's in it for you?

• We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
• We provide you with the tools and technology needed to delight your candidates and clients!
• You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
• Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
• This isn't your typical "corporate" job. We work hard and we have fun!

Our Story:

Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members. Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a broad range of financial products and services to its retail, business banking and wealth members. With over 2000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.

Our Commitment to You:

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Thank you for your interest in Meridian Credit Union.